IAN
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Integrated Advisors Network’s MSCI MSCI Stock Holding History

Integrated Advisors Network’s Portfolio MSCI Stock Details MSCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-1,051
Closed -$606K – 798
2025
Q2 		$606K Buy
1,051
+183
+21% +$101K 0.03% 455
2025
Q1 		$491K Buy
868
+104
+14% +$60.5K 0.02% 466
2024
Q4 		$458K Buy
764
+248
+48% +$149K 0.02% 478
2024
Q3 		$301K Buy
+516
New +$280K 0.01% 596
2024
Q2 		– Sell
-540
Closed -$302K – 726
2024
Q1 		$302K Buy
+540
New +$304K 0.02% 594
2023
Q2 		– Sell
-381
Closed -$213K – 691
2023
Q1 		$213K Buy
+381
New +$202K 0.01% 616
2022
Q3 		– Sell
-610
Closed -$251K – 681
2022
Q2 		$251K Buy
610
+204
+50% +$88.8K 0.02% 564
2022
Q1 		$204K Buy
406
+47
+13% +$24.4K 0.01% 628
2021
Q4 		$220K Buy
+359
New +$225K 0.01% 584

Other funds holding MSCI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Integrated Advisors Network's MSCI Position: Q3 2025 in Review

Integrated Advisors Network sold out of MSCI (MSCI) in Q3 2025, closing a stake of 1,051 shares — an estimated $606K sold.

Integrated Advisors Network first reported a position in MSCI in Q4 2021 and held it in 9 quarters. The position peaked at $606K in Q2 2025. 1,039 funds tracked by Wall St. Rank hold MSCI as of Q3 2025.

  • Integrated Advisors Network reported no remaining MSCI position as of Q3 2025 after selling out during the quarter.
  • Integrated Advisors Network sold 1,051 MSCI shares in Q3 2025, an estimated $606K.
  • Integrated Advisors Network first reported a position in MSCI in Q4 2021 and held it in 9 quarters.
  • Integrated Advisors Network's MSCI position peaked at $606K in Q2 2025.
  • 1,039 funds tracked by Wall St. Rank held MSCI as of Q3 2025.

Based on Integrated Advisors Network's 13F filing for Q3 2025, filed 12 Nov 2025.